Nathan Gale is a CFP-designated registered investment advisor at Fleur-De-Lis Financial, based in Chicago, IL, with 4 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Charitable Giving, Estate Planning, and 6 more. Their firm serves 7 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Contact
Nathan Gale
Location
4311 North Ravenswood Ave, Suite 217, Chicago, IL, 60613
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan is a partner/CFO of WanderWren, an apparel retailer, and founder/CEO of Gale Properties, a property management company. He also works as an Investment Advisor Representative for WellAcre Global Wealth Advisors, Peak Wealth Planning, LLC, and Fleur-de-lis Financial, spending about a quarter of his time at WellAcre and about 10-20% of his time at the other two RIAs.
Employment History
Current Registrations
Fleur-De-Lis Financial
Peak Wealth Planning, LLC
Previous Registrations
Wellacre Global Wealth Advisors
State Registrations1 state
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Exams